It is ironic that AI is reducing the demand for computer science majors. The Wall Street Journal on Tuesday has an article entitled “There Is Now Clear Evidence AI Is Wrecking Young America’s Job Prospects.” This WSJ article cited a paper written by three Stanford economics professors that concluded that “There’s a clear, evident change when you specifically look at young workers who are highly exposed to AI.”Stanford has a high proportion of computer science graduates, who are increasingly struggling to find work in the wake of big technology companies implementing AI and increasing layoffs. Stanford economics professor Erik Brynjolfsson pointed out that “After late 2022 and early 2023, you start seeing that their employment (computer science) has really gone in a different direction than other workers.”Speaking of AI, China and the U.S. are in the midst of a race, with self-driving vehicles being one of the first physical AI battlegrounds. Currently in the U.S., there is a race between Google (via Waymo), Tesla and Uber for who with win the self-driving race. Uber (UBER) is poised to win long-term, since they are already using a Chinese self-driving platform outside the U.S. and will be introducing I.D.Buzz vans (VW Group) in Los Angeles in 2026.Most reviews of self-driving believe that Waymo, with its lidar system, is ahead of Tesla with its camera-based system. The upcoming Uber system with I.D.Buzz vans is also lidar-based. Several years from now, I think Uber will become the self-driving leader due to the fact that it can make an alliance with whatever AI software works the best from China, Waymo, VW Group, etc.The robotics race is a bit more complicated, since the robots themselves will have to be frequently updated via links to AI data centers. Until the Optimus robot at the Tesla Diner in Santa Monica stops serving just popcorn and starts cooking and serving, I think we can conclude that robots will be confined to factory floors before they become our personal servants by doing household chores and walking dogs. Regardless of how the AI race unfolds, we are poised to profit via Nvidia (NVDA) and all the data center-related stocks such as AGX, EME, FIX, GEV, PWR, PSIX, and VRT, which are solid AI-related stocks that can be bought on any pullback.Palantir Technologies (PLTR) is probably implementing AI better than most companies as it strives to revamp the U.S. Defense Department, the CIA, NSA and other federal agencies. The stock has been attracting the attention of short sellers, but I suspect it will “squeeze the shorts” when it announces its next quarterly results. In the past month, the analyst community has revised their consensus earnings estimate 21.4% higher. Typically, positive analysts’ earnings revisions precede future earnings surprises, so I remain very optimistic that Palantir Technologies will resurge in the upcoming months.Overall, we are now in a brave new world where our standard of living is increasingly dependent on AI, enhancing productivity to boost GDP growth. In the next several years, AI will continue to invade our lives, and self-driving vehicles will likely become increasingly common. Our home assistant robots are likely more than a decade away, and the adoption rate will likely be slow at first. Right now, robots are dominating warehousing as well as the factory floor to help boost productivity. These productivity gains help to reduce inflationary pressures due to a stronger U.S. dollar.